Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GRADIENT INVESTMENTS LLC 04-23-2024 03-31-2024 1235 4,312,130,197
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
IONQ INC COM 1301 $4,995 500 0.00 0.00 0 0.00 03-31-2024
FIGS INC CL A 1302 $4,980 1,000 0.00 0.00 0 0.00 03-31-2024
NATIONAL HEALTH INVS INC COM 1303 $4,901 78 0.00 0.00 -9 -10.34 03-31-2024
CONCENTRIX CORP COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
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